See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,245 | $112,096-62.3% | $95,952-56.0% | $158,922-73.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 16.03% | 171.09%-155.1pp | 91.61%-75.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,473 | $3,198-22.7% | $2,541-2.7% | $4,761-48.1% |
| Participant deferral / active EE | $4,654 | $4,784-2.7% | $4,167+11.7% | $5,982-22.2% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |